Laurel M. Packham
Professional summary
Laurel Michelle Packham, who also goes by Laurel Michelle Buckley, Laurel Michelle Smith, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Henderson, Nevada and NYLIFE SECURITIES LLC located in White Plains, New York.
Laurel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Laurel has worked at 9 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Laurel Michelle Packham's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 13, 2013 - Present
EAGLE STRATEGIES LLC
Office #2: 44 South Broadway, White Plains, NY 10601April 29, 2013 - Present
NYLIFE SECURITIES LLC
Office #1: 44 South Broadway, White Plains, NY 10601September 4, 2012 - April 9, 2013
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
September 4, 2012 - April 9, 2013
CAMBRIDGE INVESTMENT RESEARCH, INC.
December 16, 2011 - June 14, 2012
QUESTAR CAPITAL CORPORATION
December 9, 2011 - June 14, 2012
QUESTAR ASSET MANAGEMENT, INC.
September 15, 2009 - November 8, 2011
WOODBURY FINANCIAL SERVICES, INC.
December 12, 2006 - July 29, 2009
WOODBURY FINANCIAL SERVICES, INC.
December 11, 2006 - November 8, 2011
WOODBURY FINANCIAL SERVICES, INC.
June 3, 2004 - August 11, 2005
TOWER SQUARE SECURITIES, INC.
June 3, 2004 - August 11, 2005
TOWER SQUARE SECURITIES, INC.
March 19, 2003 - June 14, 2004
WS GRIFFITH SECURITIES, INC.
December 12, 2001 - June 14, 2004
WS GRIFFITH SECURITIES, INC.
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/29/2013)
(5/13/2013)
(4/28/2021)
(1/6/2024)
(1/11/2024)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
